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1/1 predictions confirmed
0 pending · 0 expired
9
companies · 23 data points
the bleak scenario is tariffs stay at this level for 145% on China.
Reality is like tariffs have been high on China for a long time. Labor costs in China are not, you're not there for cheap labor. You're there for quality manufacturing at this point. Like there's much cheaper labor in Southeast Asia or other parts of the world than there is in China. So you're in China because of the manufacturing capabilities, the ecosystem, not just for cheap labor.
And what has happened is a 60% decline in bookings of ocean freight from China to the US. I mean, so that's really, really dramatic, like probably exceeding what was expected.
Tesla you pass on X mistake
and like you said it's like 40% of their revenue is from this guy
the problem with Microsoft's band is that it just doesn't do very much and part of the reason it doesn't do very much is because they kind of took a uh lowest common denominator
Windows phone as good as it is and I think most you know product reviewers think it's pretty good um it has gotten no traction and it it actually shrinks um quarterly
I think they've got some deep systemic issues
it's in Passbook which is probably a mistake that I would imagine they'll correct
that little Crown I just thought the crown was kind of Clowny
does removing that final curation level right because this is what we're getting to and I agree listen the watch looks spectacular but would the watch be different had Steve been there and if so how different
I'll give him you know B B+
employee approval of Tim Cook is very high there's also been grumbling about the way that product is made post Steve and that it's become a lot more corporate and that it's not as designed first and uh there's meetings and meetings about meetings and it's just a lot harder to get um great work done right Apple used to be the company that privileged great work before all else and it seems like that might from what I'm seeing and hearing out there that might be starting to go away
I mean there's been rumors right of you know PayPal potentially acquiring square and PayPal's now spinning out of eBay they clearly feel like they're behind on stuff and I for sure they were the ones kind of cut out of the announcement so um they seem the most likely to potentially be hurt but it doesn't seem like a zero sum game
these guys originally launched at disrupt last year
I don't think people are going to change platforms
that's ridiculous going do that in mass in any number that's crazy
it's a quarter of the size of Google's Android one
Apple adding M7 to the iPhone 5S ... that shows us the ... core functionality there is now going to be built into phones so there's got to be another use case here
Samsung like uh less than one day and it doesn't actually persist the screen does not persist so you have to turn it on
Pebble you know they've got something they've got a vision
Samsung is the the Gear Watch I think is effectively a non-starter right it's just it's not going to work price too high battery too low doesn't really do anything doesn't really interface anything it's just a piece of junk right they're just trying to get to Market before Apple so they could say that they got to Market before Apple
yeah well I mean Samsung is the the Gear Watch I think is effectively a non-starter right it's just it's not going to work price too high battery too low doesn't really do anything doesn't really interface anything it's just a piece of junk right they're just trying to get to Market before Apple so they could say that they got to Market before Apple